See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,076 | $100,754+97.6% | $86,677+129.7% | $134,475+48.0% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -14.77% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,155 | $3,489+19.1% | $2,836+46.5% | $4,740-12.3% |
| Participant deferral / active EE | $8,703 | $5,338+63.0% | $4,656+86.9% | $6,400+36.0% |
| Admin fee / account holder | $2,222 | $10,926-79.7% | $7,493-70.3% | $11,426-80.6% |